Fed Hike Looms as AI Boom Bets Clash With Peak-Growth Fears

http://wealthcreation.clubLeave a comment
Alpha Binwani Capital: “The Fed is widely expected to hike, and any pause would require a strong explanation given markets have nearly fully priced in a move. Continued volatility and rising longer-term yields show investors are focused on more than near-term policy, while the global economy may be entering an AI-led upswing—or nearing peak growth before a slowdown”

#FederalReserve #Fed #InterestRates #RateHike #BondYields #FixedIncome #RateMarkets #MonetaryPolicy

Micron’s $22 Billion Deal Book Is Rewriting the Memory-Cycle Playbook

http://wealthcreation.clubLeave a comment
Alpha Binwani Capital: “Micron’s $22 billion in binding, multi-year customer agreements—featuring take-or-pay provisions and fixed or floor-and-ceiling pricing—provide unusually strong visibility into memory demand, supply commitments, and future earnings. The structure does not eliminate cyclicality, but it meaningfully reduces the volatility investors associate with past memory downturns. Micron expects strategic-agreement margins to remain above the peak quarterly levels of prior cycles even at contractual floor prices, supporting a fundamentally stronger profit model: gross margin surged from 38% a year earlier to 85% in Q3, with roughly 86% guided for Q4”

#Micron #MU #Semiconductors #MemoryChips #DRAM #NAND #AIInfrastructure #DataCenters #HighBandwidthMemory #HBM

RTX’s Pratt & Whitney Clears Key F135 Upgrade Milestone for F-35 Block 4

http://wealthcreation.clubLeave a comment
‼️ ✈️ RTX’s Pratt & Whitney has completed the design review for its F135 Engine Core Upgrade, moving the program closer to F-35 production. The upgrade is designed to deliver the added power and cooling capacity needed for the jet’s Block 4 modernization, which introduces advanced sensors, weapons and other systems across all three F-35 variants.

AWS and Salesforce Deepen AI Alliance to Connect Data, Agents and Voice Workflows

http://wealthcreation.clubLeave a comment
‼️ 🧠 AWS and Salesforce expanded their partnership with new integrations linking enterprise data, AI agents and voice workflows across their platforms. Salesforce data will become available in Amazon Q, AWS agents will be brought into Slack, Agentforce will gain broader model access through Amazon Bedrock, and Agentforce Voice will interoperate in real time with Amazon Connect. Salesforce Data Cloud also expanded zero-copy access to AWS Glue and S3-backed Apache Iceberg tables, Aurora, RDS and SageMaker Lakehouse, alongside existing Redshift and S3 support. Agentforce customers can use Anthropic and Nvidia models via Bedrock, with OpenAI models planned, while Bedrock’s zero-retention policy and Salesforce’s Trust Layer provide data protection, grounding, toxicity detection and compliance support.